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20130121
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CNBC
Jan 25, 2013 3:00pm EST
&p 500 since the benchmark hit an all time high back in 2007. john ford now takes a look at which tech stocks led the market back then and how they are performing now. a comparison isn't it, john? >> yeah, mandy. intel and hp were two of the best performing stocks in the dow back then from january to october, 2007. intel was up 28% for the year. hp up 27%. things have changed a bit. intel is down 19% over the five plus years. hp down 68%. what happened? well, the smart phone and the cloud. intel and hp both got profits when growing pc business intel from chips hp from low margin scale in pcs. the pc business isn't growing anymore. gardner reported it was down 8 and then 5% year over year in the third quarter. on the flip side of the trend the biggest gainers in the s&p i.t. index reads like a who's who of cloud mobile and services. sales force, apple, red hot, intu it, ibm, all near the top of the list. the question is whether we're seeing another shift with apple's recent tumble. are products moving from apple to hardware from android and google and amazon or will apple's higher
CNBC
Jan 22, 2013 3:00pm EST
yes and janes us to make the case and john mays says stronger headwinds are heading our way. jeff, you say we'll have an economic recovery and housing will have to lead the way. explain, and is it doing so? >> remember that old admonition, if not us, who and if not now, when? that applies to the housing market. if not housing what? i mean, we're seeing economist expectations of about 3%, maybe 2.5%, 3% growth in the u.s. this year. if that's going to happen, it's going to have to happen on the backs of the housing market. i heard some of the concerns that diane expressed. i don't think inventory will be that big of a problem going forward. so many houses that are had in the distress market pipeline. a couple of other quick points. >> very quickly. >> wealth effect that ben bernanke talks about is most prevalent in housing. housing prices get pressured up, that's going to help the wealth effect. >> okay. >> finally the stock market historically tells us when housing starts are up more than 25% in the previous year, the next year equity market gains about 9% so that's an important m
CNBC
Jan 24, 2013 3:00pm EST
that both vikram and john havens made to the firm were missed, and i think today the company's position, through a lot of hard work and tough decisions that they made. >> do you have the wherewithal and the tools to do what you really need to do to lead? there's a feeling out there, with all due respect, a feeling out there on the part of investors that the chairman is running things. is it his way or the highway, or do you have the ability to make the decisions you need to do to lead this firm? >> i've got the ability. we've got an active board, and our board is focused around good governance, but that doesn't mean their focus is on running the company. to me we've set the strategy and set the targets going forward, and we'll be held accountable as a management team and me as an individual with doing that. >> you've got a good relationship with michael o'neill, the chairman, and he's not telling you to do this, run the company this way? >> he's not. have a very good relationship. i know mike. we date back and did a lot of work together in city holdings so i think he knows what
CNBC
Jan 28, 2013 3:00pm EST
plays? >> joining us john from cgfi group and rick santelli. rick, i'll go to you first. we're talk about moving treasuries. is 2% enough to push people in mass into equities? >> you know, i don't think so. i think the percentages are much higher, but it is a start. and keep in mind global inflows to equities global was about $55 billion. that was a record for january. if you look at global inflow of bond funds and bond etfs, it was a whisker under $30 billion. so there's still money going in, but not as much. and of course the anxiety of potentially healthy global economy is always going to give traders an excuse to try to sell what is close to some historically low levels of yield, high levels of price. >> yeah. and when you look at equities you see this huge move in the markets. are we taking a bit of a breather? jordan, how do you see it? >> i think it's been constrained. uncertain election and fiscal cliff. and all of a sudden people are starting to pay attention to the fact there are -- inflation's low. i think the market starts to run, forest run. >> not a lot of alternatives
CNBC
Jan 23, 2013 4:00pm EST
down into guidance. >> the stock is getting hit, john. you should say, down about 20 bucks, lower by 3%, approaching a drop of 4%. >> gene munster, 47.8 million iphones. >> it needed to start with a 5 to have the stock to be up. i'm interested for john to come out with what the guidance is. you know, the nuance is a disappointment. >> go ahead, john. >> they are guiding to revenue between 41 and 42 billion so that's a $42 million mid-point gross margin between 37.5 and 38.5%. op-x, 3.8 and 3.9 billion. other income, 350 million and a tax rate of 26%. >> okay. gene in. >> it's actually kivon -- the numbers are disappointing on the iphone, slightly disappointing, but if you step back the expectations were for 41 billion in the mid-point of the revenue guide and did 42 so that was better. essentially this is what people had really expected absent the small disappointment on the iphone number, but it seems pretty -- actually pretty uneventful. it's directionally more negative than what we expected. >> you got 22.9 million ipads. what did you think? >> i think that's actually a really goo
CNBC
Jan 22, 2013 4:00pm EST
with the guidance. looks like the numbers they just developed and all the metrix that john pointed out were as i expected and this is a company that missed on an eps basis a september quarter by 15%, and then the stock got whacked thereafter. a probably encouraging report followed by probably encouraging guidance. >> lost way he says guide as. still working on the numbers, folks, because it's a messing report. we'll discuss the markers in a broader sense and then we'll look at what the numbers actually move. >> joe dwreko, standing by still? >> yes, yes, yes. >> what do you think trends. people trying to lean into them a little unsuccessfully and trying to take south korea out of their names and trying to do it in google has met with -- with nothing on the good side. clearly the some is performing better. partially i think a little bit of the squeeze and partially because you can't compare entirely google to apple or google to fook. they are competing with google. google invests in their people and technology and a lot of the google technology. spot an analyst at the company as all
CNBC
Jan 29, 2013 4:00pm EST
the inflation rate has gone down. john carney on cnbc.com right now has an interesting article that suggests the data we've picked up showed the federal has really essentially tightened policy. let's take a look at data of when the fed will hike rate. here's the december distribution and there's january one. in general the average is the same as it was, a little more conviction about the hiking rates being in the first quarter of 2015. interestingly this number comes after the fed got rid of counter dates. question, will it lower unemployment? no. they have been consistent about that. will it lower mortgage rates? divided but they think it will. bond yields, evenly divided. the one thing our market participants are sure that question will do, raise stock prices. 69%, maria, saying question does help raise stock prices so when you think about the fed and the roaring stock market, our panelists think they are pretty well related, maria. >> no doubt about it, and what we have seen is a market continuing higher ever since the fed started this. thanks very much, steve liesman. up next th
FOX Business
Jan 25, 2013 3:00pm EST
ken lewis. let's go through that. john gotti clearly prosecuted him. ramzi yousef. ken lewis i believe she was the lawyer for ken lewis. she wasn't defending the other guy. she defended ken lewis. the way that looks -- cheryl: i'm not old enough, i can still see. >> my mistake. cheryl: it's small print. >> that's right. that's some of the big cases. she's done a lot of others. but is that the person you want to run an agency that has to figure out the sort of crazy markets that we have which, you know, shapiro wouldn't do and needs to be done. a lot of people say no. but we will see. you know, she's a smart person. one thing i will tell you, there's going to be more -- cheryl: they are always late to the party, it never fails. >> then you have the market structure, average people, when you worry about the price of your stock, that's what it means. cheryl: do you wear glasses? >> i have reading glasses. cheryl: do you wear contacts? >> no. cheryl: you should try them. >> i have other things to worry about. cheryl: charlie, thank you very much. if you are one of bill gates' kids,
FOX Business
Jan 24, 2013 3:00pm EST
, clear ly, there's other things coming up on the calendar that can move our market. >> john, sorry, not to be a deb by downer here, there's a word of caution. one leader says the wrong word, and, boom, 200 points. we saw the song play out before. >> that's fine, but we lose 200 points, but we gained over a thousand points. we might take a step backwards, but we took many steps forward. that would be healthy, a little bit of shifting, rather than a one line straight up, give us a step. >> okay, daniel over at the cme, and i don't know if you're as bullish, but, certainly, again, going back to the 1500 level, commodities moving. what's on your radar? >> as a matter of fact, i agree with what john said. in addition to that, china is seemingly getting better. the news from europe has been better, and i think yuan is a past issue. overall, not surprised to see a pull back in the market, but it's not a big deal. there's a lot of run here and profit taking, but a lot of things going for us, the economy, employment, housing in particular, and, actually, don't forget the fact there's a litt
FOX Business
Jan 21, 2013 3:00pm EST
business exclusive. john, it is always good to speak with you. i'm courses you, you know -- i'm curious, we've had the big marks, especially the s&p hitting multiyear highs, but you say there's reason to be concerned. what is it? >> we have seen the equity market outperform the economy over the last couple of years due to the large monetary and fiscal stimulus, but recently we have seen earnings decelerate and our concern is just what's going to happen to top of line revenue growth to companies and then in particular their forward guidance, particularly for those companies who are exposed to consumer spending because of the recent 2% payroll tax hike. cheryl: okay. so do you think at this point as we look at the economy versus the markets and in particular the housing sector, which many analysts and many economists point to as being such a good thing, if the housing market does not have that true, true rebound in 2013, do you think that that is going to affect market performance? >> yes, we do. we're looking very closely at the housing market and at the manufacturing sector. and
CNBC
Jan 28, 2013 4:00pm EST
republicans are ready to let huge preprogrammed spending cuts kick in come march 1st. john harwood now with the story. >> maria, republicans gave up one hammer to force negotiations on spending cuts when they agreed to raise the debt limit. now they're wielding another with paul ryan saying on "meet the press" yesterday that republicans are willing to let the spending cuts take effect without any other cuts. >> so where are we right now? i think the sequester is going to happen because that $1.2 trillion in spending cuts we can't lose. don't forget one other thing. we think these sequesters will happen because the democrats have opposed. they offered no alternatives. >> democrats in the white house say they do want other cuts. they want to engage in negotiations with the white house. in fact, jay carney the white house press secretary said today we all agree these cuts will never take effect. we need to identify alternatives. >> these kinds of across the board cuts to both defense and non-defense spending are not supported by virtually anyone in washington. and certainly not the presid
Search Results 0 to 10 of about 11